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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,154 | $54,355-81.3% | $82,744-87.7% | $68,486-85.2% |
| Participation rate | 60.7% | 63.9%-3.2pp | 72.6%-11.8pp | 67.9%-7.2pp |
| Annual return | -20.19% | -13.67%-6.5pp | 702.22%-722.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,854 | $2,219-16.4% | $3,008-38.4% | $2,597-28.6% |
| Participant deferral / active EE | $2,355 | $3,246-27.5% | $4,395-46.4% | $4,028-41.5% |
| Admin fee / account holder | $757 | $4,397-82.8% | $5,325-85.8% | $5,404-86.0% |